eMoney
Planning software and a client portal built around your goals, priorities and life stages, so your plan is personal to you.
Saint Johns, Florida · Seen by appointment, Mon–Sun
Full-Service Wealth Platform
As an independent financial services firm, we work with strategic partners across planning, investing, estate, trust, tax and lending so our clients get the best service available.
01
Financial Planning
The tools behind your plan, how you pay for planning, and added support for complex situations.
AdvicePay
A payment processor built specifically for financial planning services, offering convenient and secure payments.
Private Wealth Solutions Team
For clients with more than $10 million in investable assets, personalized support alongside your advisor for more complex issues.
02
Asset Managers
Institutional investment managers we partner with to build and manage portfolios.
Goldman Sachs Asset Management
The investment division of The Goldman Sachs Group, founded in 1988, offering asset management strategies to institutional and individual clients worldwide.
City National Rochdale
Personalized portfolio management for ultra-high-net-worth individuals, families and institutions with more than $10 million in investable assets, built around goals, cash flow needs, tax sensitivities and risk tolerance.
Fidelity Institutional
Comprehensive insights, proprietary research, a broad investment lineup and practice management resources.
First Trust
The largest provider of actively managed ETFs in the industry, built on transparency, long-term and disciplined investing, rebalancing and tax control.
03
Estate Planning
Work with one of our partners, or we can work with the estate planner of your choice.
Core estate documents
- Last Will & Testament
- Revocable Living Trust
- Healthcare Directives
- Financial Power of Attorney
- Rights of Guardianship
Local estate attorneys
- Asset Protection
- Estate Planning
- Probate & Trust Administration
- Business Formations
04
Trust Services
A trust partner that opened in 1928 as part of the Midway National Bank of St. Paul, Minnesota, and has served many families for four generations.
Distributions & accounting
- Regular and discretionary distributions
- Principal and income accounting
- Bill paying
- Regular formal reviews
Records, tax & custody
- Consolidated statements, tax information, record keeping and trust tax preparation
- Collection and reinvestment of income
- Management of real estate and other assets
- Retitling, valuation, custody and safekeeping of assets
05
Business Tax Services
Harbor Compliance has helped more than 40,000 clients since 2012 apply for, secure and maintain entity, licensing and tax compliance.
Corporate Transparency Act reporting
Preparation and submission of beneficial ownership information reports, with up to four initial, updated or corrected reports per year.
Business documentation
Secretary of state filings for every stage of a business, from formations and DBAs to mergers, withdrawals and dissolutions.
Multistate compliance
Tracking of business licenses, tax registrations and corporate records to keep your company in good standing.
Secure compliance software
One portal for licenses, registrations and records, managed in a SOC 2-compliant data center.
In-person support
A dedicated support team plus nationwide offices for expedited filings and document retrieval.
06
Private Bank
Access to liquidity without selling your investments.
Goldman Sachs Private Bank Select®
A revolving line of credit secured by diversified, non-retirement investment assets that can be borrowed, repaid and re-borrowed as needed, with expedited processing.
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Private Investment Partners
Sponsors of real estate, private credit and energy programs.
Blackstone
A global leader in real estate investing that seeks attractive returns across market environments.
CNL Financial Group
More than 45 years of experience, beginning as one of the original non-traded REIT sponsors, and now offering CNL Long-term Private Capital®.
Cottonwood
A fully integrated real estate company focused on multifamily acquisitions, ownership, development and structured investments in major U.S. metros.
SmartStop
Growth-oriented self-storage development, redevelopment and lease-up opportunities.
Prospect Capital Corporation
Founded in 2004, a provider of debt and private equity to U.S. middle-market companies across lending strategies and economic cycles.
MDS
Drilling and development programs targeting long-life natural gas and secondary crude oil reserves, structured with potential tax benefits from intangible drilling costs, depletion and depreciation.
Find out which partners fit your plan
We'll walk through your goals and show you how our partners can support them.